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Wells Fargo

2,557 hedge funds and large institutions have $178B invested in Wells Fargo in 2024 Q4 according to their latest regulatory filings, with 457 funds opening new positions, 830 increasing their positions, 938 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 457 | Existing positions closed: 97

47% more funds holding in top 10

Funds holding in top 10: 6088 (+28)

25% more capital invested

Capital invested by funds: $143B → $178B (+$35.4B)

14% more funds holding

Funds holding: 2,2402,557 (+317)

14% more call options, than puts

Call options by funds: $5.27B | Put options by funds: $4.62B

1.66% more ownership

Funds ownership: 74.23%75.89% (+1.7%)

12% less repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 938

Holders
2,557
Holders Change
+317
Holders Change %
+14.15%
% of All Funds
33.68%
Holding in Top 10
88
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+46.67%
% of All Funds
1.16%
New
457
Increased
830
Reduced
938
Closed
97
Calls
$5.27B
Puts
$4.62B
Net Calls
+$649M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1451
Monarch Capital Management
Indiana
$671K
RCA
1452
Resonant Capital Advisors
Wisconsin
$670K +$72.2K +1,058 +12%
PCA
1453
Providence Capital Advisors
North Carolina
$670K -$102K -1,500 -14%
FPB
1454
First PREMIER Bank
South Dakota
$670K -$312K -4,576 -32%
CP
1455
Creekside Partners
California
$670K
SSB
1456
Sandy Spring Bank
Maryland
$670K -$2.46K -36 -0.4%
QWM
1457
Quadcap Wealth Management
Texas
$668K -$2.8K -41 -0.4%
LW
1458
Linscomb Wealth
Texas
$668K +$13.1K +192 +2%
ONST
1459
Old North State Trust
North Carolina
$667K -$8.4K -123 -1%
AFP
1460
Ausdal Financial Partners
Iowa
$667K +$190K +2,785 +42%
IRC
1461
Investors Research Corp
Georgia
$666K -$271K -3,975 -30%
AIM
1462
Aspen Investment Management
Michigan
$666K -$273 -4 -0%
HBS
1463
Howard Bailey Securities
Indiana
$664K +$73.9K +1,082 +13%
WB
1464
West Bancorporation
Iowa
$664K
PWM
1465
Prentice Wealth Management
New York
$662K +$28.8K +422 +5%
BW
1466
Basepoint Wealth
Iowa
$660K -$48.7K -714 -7%
PIA
1467
Perennial Investment Advisors
California
$658K +$12K +176 +2%
CCA
1468
Carrera Capital Advisors
Michigan
$657K -$956 -14 -0.1%
RCG
1469
Regatta Capital Group
California
$657K +$7.58K +111 +1%
EMAM
1470
Encompass More Asset Management
California
$654K +$110K +1,605 +21%
SC
1471
SouthState Corp
Florida
$654K
TFA
1472
Transamerica Financial Advisors
Florida
$650K -$20.6K -301 -3%
B
1473
Bailard
California
$647K +$5.05K +74 +0.8%
OL
1474
OneFund LLC
Florida
$647K +$18K +264 +3%
VAS
1475
Vestmark Advisory Solutions
Massachusetts
$647K +$629K +9,207 New

WFC Hedge Fund Activity: Q4 2024 in Review

2,557 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2024, worth a combined $178B — up 25% from $143B a quarter earlier.

Buyers outnumbered sellers: 457 funds opened new WFC positions and 97 closed out — a net gain of 360 holders — while 830 added to existing stakes and 938 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $970M. The largest seller was Arrowstreet Capital, cutting an estimated $1.37B.

  • 2,557 institutional investors held Wells Fargo (WFC) as of Q4 2024, up from 2,240 in Q3 2024.
  • Funds reported $178B of Wells Fargo stock for Q4 2024, up 25% quarter-over-quarter.
  • 457 funds opened new Wells Fargo positions in Q4 2024 and 97 closed out, a net change of +360 holders.
  • The largest Wells Fargo buyer in Q4 2024 was Capital Research Global Investors, an estimated $970M added.
  • The largest Wells Fargo seller in Q4 2024 was Arrowstreet Capital, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2024.